Casey is focused on a holistic approach around accumulation, preservation and distribution of wealth for High Net Worth individuals and their families. This includes estate planning strategies, legacy formation & transfer, education planning, and providing lending and liquidity options. He also has a concentration in working with executives of publicly traded companies, helping to navigate the complexities of their investment positions in a tax efficient manner. Casey came to Morgan Stanley after spending 5 years at Merrill Lynch Wealth Management and 5 years at JPMorgan. Beginning in Commercial Banking and then moving into a role as a sales trader for the US Convertible Bonds desk at JPMorgan, Casey has developed a diverse perspective of the financial markets and a passion for servicing clients. While at Merrill Lynch, he was a Senior Portfolio Advisor in Merrill One Investment Advisory Program, helping clients pursue their objectives by managing on a discretionary basis via custom investment strategies. He also holds his Series 7, Series 63 and Series 66 FINRA Registrations, as well as Life and Health Insurance licenses. NMLS # 1581747. Originally from Chester, NJ, Casey attended Seton Hall Prep and The Peddie School before graduating from Lafayette College with an Economics & Business degree, where he was a member of the Varsity Baseball team and Phi Gamma Delta fraternity. He lives in Manhattan, is an avid Rutgers athletics fan, and enjoys playing golf as a member of The Ridge at Back Brook in Ringoes, NJ.